In today’s briefing:
- A-H Premium Weekly (Aug 8th): Metallurgical Corporation Of China, Shandong Gold Mining
- HK Short Interest Weekly: Meituan, Li Auto, TraHK HSI ETF
- HK Connect Flows Weekly (Aug 8th): Tencent, Kuaishou, Alibaba, Meituan, Li Auto, China Mobile
- KRX Foreign Holding Weekly (Aug 8th): Samsung Electronics, NAVER, KEPCO, Kakao, HYUNDAI ROTEM
- TWSE Foreign Holding Weekly (Aug 8th): TSMC, Hon Hai Precision, Quanta Computer, Taishin Financial
- Thailand Short Interest Weekly (Aug 8th): Intouch, Bangkok Bank, Home Product Center, PTT GlobalChem
- TWSE Short Interest Weekly (Aug 8th): Lite-On Technology, CTBC Financial, Taishin Financial
- Bursa Short Interest Weekly (Aug 8th): Top Glove, Inari Amertron, YTL, Hartalega, Frontken
A-H Premium Weekly (Aug 8th): Metallurgical Corporation Of China, Shandong Gold Mining
- We analyse the changes of A-H premium on 157 stocks over the last week. The average A-H premium was 58.9% as of Aug 8th.
- The average A-H premium changed by -2.3ppt week-on-week, led by materials, health care, utilities.
- We highlight weekly changes in A-H premium for Metallurgical Corporation Of China, Shandong Gold Mining, China Shenhua Energy, Tianqi Lithium.
HK Short Interest Weekly: Meituan, Li Auto, TraHK HSI ETF
- We analyzed the latest HK SFC report for aggregate short position as of Aug 1st.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Meituan, Li Auto, TraHK HSI ETF.
HK Connect Flows Weekly (Aug 8th): Tencent, Kuaishou, Alibaba, Meituan, Li Auto, China Mobile
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of August 8th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for Tencent, Kuaishou, Alibaba, Meituan, Li Auto, China Mobile.
KRX Foreign Holding Weekly (Aug 8th): Samsung Electronics, NAVER, KEPCO, Kakao, HYUNDAI ROTEM
- We analyzed the changes in foreign holdings of KRX stocks as of Aug 8th. The aggregated holding was USD649.4bn.
- We estimate that foreign flows to be outflows of USD271mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
- We highlight changes of foreign holdings in Samsung Electronics, NAVER, KEPCO, Kakao, HYUNDAI ROTEM.
TWSE Foreign Holding Weekly (Aug 8th): TSMC, Hon Hai Precision, Quanta Computer, Taishin Financial
- We analyzed the changes in foreign holdings of TWSE Stocks as of Aug 8th. The aggregated holding was USD1,194.8bn.
- We estimate that foreign flows to be inflows of USD1,623mln. We tabulate the league tables for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
- We highlight changes of foreign holdings in TSMC, Hon Hai Precision, Quanta Computer, Taishin Financial, Wistron, TSMC, Hon Hai Precision, Quanta Computer, Wistron, Taishin Financial.
Thailand Short Interest Weekly (Aug 8th): Intouch, Bangkok Bank, Home Product Center, PTT GlobalChem
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Aug 8th. We estimate that they had an aggregated short interest worth USD2.3bn.
- We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases & decreases in short value, short as multiple of ADT.
- We highlight short interest changes in Intouch, Bangkok Bank, Home Product Center, PTT GlobalChem, VGI, Bangkok Bank, Home Product Center, Ptt Globalchem.
TWSE Short Interest Weekly (Aug 8th): Lite-On Technology, CTBC Financial, Taishin Financial
- We analyzed the changes in short interest of TWSE Stocks as of Aug 8th. The aggregated short interest was USD25.3bn.
- We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases & decreases in short value, short as multiple of ADT.
- We highlight short interest changes in Lite-On Technology, CTBC Financial, Taishin Financial, Realtek Semiconductor, ASE Industrial, Lite-On Technology, CTBC Financial, Taishin Financial, Realtek Semiconductor, ASE Industrial.
Bursa Short Interest Weekly (Aug 8th): Top Glove, Inari Amertron, YTL, Hartalega, Frontken
- We analyzed the changes in short interest of Bursa stocks as of Aug 8th. The aggregated short interest is USD405m.
- We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases & decreases in short value, short as multiple of ADT.
- We highlight short interest changes in Top Glove, Inari Amertron, YTL, Hartalega, Frontken.
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